How to Place Team Members into Positions

Drag and drop team members or utilize the Auto Scheduler feature to assign them to positions in just one click.

Original:

 

Legacy:

 

Video Script:

Let's take a look at the iPad interface to see how to scroll vs. drag and drop.

Scrolling and Navigation:
You can effortlessly scroll through the roster to view different team members. To do so, swipe up or down to browse.

Position Board Navigation:
On the position board, you can scroll smoothly to get where you need to be. When you want to move someone, you'll drag them left or right. To remove them from the position or checklists, drag them to an empty spot,

To summarize, scroll up and down to navigate, and drag left and right to assign or un-assign them.

 Old/Archived:

 

The following is a transcript of the video generated by a computer. The wording may be different.

 

JAMES:

[00:04] I have the iPad here pulled up. And what's really cool now is that now instead of— Now it's really easy to scroll. So, if you want to scroll through the roster and just look through the different people, you can just do that. There's no more dragging in the little white space that we have on the corner. You don't have to look for that anymore. You can literally just scroll. And then out on the position board, you can just scroll too. Just look at, just scroll and get where you want to be. And what that means is that when you want to drag somebody, you're going to drag somebody left and right. So, you're going to pull somebody left and right to drag them, and you're going to scroll up and down. So, we scroll up and down, and then we're going to drag left and right to drop, drag and drop, drag and drop.

[00:45] And so, we feel like this is going to be a really intuitive experience. If you go up and down, it's going to drag, and if you go left and right, it's going to drag them.

 

MIKE:

And then the way to remove them from those locations is you actually just pull them out into the white space, is that correct?

 

JAMES:

[01:03] Yeah. Yeah. So, again, we'll just start by going left and right, and drag them, and we can just drop them on any empty space. There are some people, it's kind of funny, I'll watch some people drag them all the way back over here to the roster, and that's cool, like that's valid, but you actually can just drop them on any empty spot over off to the side and they'll be removed from the position.

 

MIKE:

Excellent.